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Adept’s Integration with SOLIDWORKS: PDM for Workgroups or the Enterprise. Synergis Software.

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Adept’s Integration with SOLIDWORKS: PDM for Workgroups or the Enterprise

Adept’s Integration with SOLIDWORKS: PDM for Workgroups or the Enterprise


Adept Product Data Management (PDM) for SOLIDWORKS gives organizations a unified view of their product data for improved design-to-manufacturing processes. Adept can be implemented as a SOLIDWORKS PDM workgroup solution in a small to medium-sized organization or as a PDM solution for the enterprise in global corporations with multi-sites across time zones. Adept PDM for SOLIDWORKS controls and secures all product-related data, accelerates smarter searching and information reuse, and eases product knowledge sharing with other departments.

Here are some of the many ways that Adept addresses the unique requirements of SOLIDWORKS PDM.

Find and Re-Use Design Data – Adept provides both unstructured full text and structured metadata searching that makes it fast and intuitive to find and re-use existing design. Adept PDM for SOLIDWORKS makes it fast and easy to copy and rename complex assemblies, including all their parts, configurations, drawings, and other related files and share them across the enterprise.

Automated SOLIDWORKS Property Extraction – When you perform a SOLIDWORKS file import into Adept, the summary, custom, and configuration specific properties of SOLIDWORKS files are automatically extracted into Adept. These import capabilities eliminate manual data entry and give users the ability to leverage SOLIDWORKS property information for searching or reporting. Adept maintains a bi-directional link between its database and the properties of SOLIDWORKS files in use by designers on an Adept desktop or web client. This bi-directional link enables authorized users to update one or many SOLIDWORKS properties from within Adept—in single or batch mode—without having to open files from inside SOLIDWORKS or installing SOLIDWORKS on their workstation.

File Relationship Management – Adept manages and tracks complex relationships between SOLIDWORKS assemblies, assembly configurations, parts, part configurations, derived or split parts, common parts (Toolbox), in-context parts and drawings. As SOLIDWORKS files are checked out, revised, routed, copied, moved, or renamed, Adept keeps all file relationships intact. Adept displays these file relationships in a tree structure so “where-used” and “composed of” information quickly shows any interference or other design impact.

Adept PDM and SOLIDWORKS: A seamless integration– As a SOLIDWORKS-certified Gold PDM product, Adept has achieved the “Designed for SOLIDWORKS” level integration with SOLIDWORKS. This verifies that Adept has met all the latest Certified Gold Product criteria; is compatible with all versions of SOLIDWORKS and supported operating systems; and that it is backed by a company, Synergis Software, that delivers outstanding customer support for its SOLIDWORKS PDM product.

SOLIDWORKS data management features and capabilities are accessible to users from within SOLIDWORKS’ graphical window using easy drag and drop commands. Adept’s integration gives users accurate SOLIDWORKS version control, collaborative design, and increased efficiency for effective product data management. Adept has two key components to its SOLIDWORKS integration: The Adept Task Pane and the Adept Relationship Tree.

The Adept Task Pane
The Adept Task Pane inside of SOLIDWORKS gives users the ability to Search, Sign In/Sign Out, Open, Insert and Replace Components, see status information about parts, assemblies, drawings–without ever leaving SOLIDWORKS.

Here’s a list of all the tasks you can perform using Adept’s SOLIDWORKS integration:

  • Search by metadata or browse through an Explorer-like tree structure to find files using any combination of metadata fields tracked in Adept
  • Access files in an Adept work area
  • Check the status of files (In/Out/On Hold)
  • Drag and drop files from any Search Results listing into SOLIDWORKS’ graphics window
  • Open or insert a file with options for copy out, sign out, or read-only access
  • Select a specific configuration for the selected file
  • View and edit the selected file’s associated Adept data fields via the Adept Library (Profile) Card
  • View thumbnail and parent-child references for the selected file

The Adept Relationship Tree
In addition to the SOLIDWORKS integrated Task Pane the Adept relationship tree mimics the SOLIDWORKS FeatureManager design tree. In the relationship tree, different icons displayed next to the file name show the current status of that file in Adept. When you hover your mouse over a file name, a tooltip displays information about that file including, file name, Adept status, Library or owner. Users can also sign out a file by checking the box next to the file name and selecting the Sign Out button.

Notification Upon Change of Referenced File Status
Adept’s SOLIDWORKS integration has an optional notification feature that notifies users when a file they are referencing is signed out or signed by another user. This feature improves collaboration when multiple users work on shared files and designs.

Quick Access to Adept Commands
Users can right click on a file in the browser and access Adept specific commands, including:

  • File Status
  • Sign Out
  • Edit Part/Assembly with Sign Out
  • Open Part/Assembly with Sign Out

This same functionality is available when a user right clicks on a part or assembly in the graphics area.

Advanced Version Control – SOLIDWORKS version control is of critical importance to any workgroup or enterprise PDM solution. It prevents users from working on an incorrect version and eliminates the possibility that the wrong version makes it to the shop floor, purchasing, or a customer. Adept provides comprehensive version control capabilities for the complex file relationships used in SOLIDWORKS. For example, when files with “parent/child” relationships are revised, Adept keeps all related files linked to the correct version of the revised file. You can also configure Adept so that a parent file always references the latest version of a child or so that it remains fixed to the original version.

In some CAD environments, it is important to track not only “major” versions, but also “minor” versions. Minor versions are a series of edits that may occur by multiple users prior to the file’s final approval. By tracking minor versions, users have the flexibility of prototyping multiple versions of a design prior to checking one in to replace the original file.

Bill of Material Automation – Adept PDM allows users to automate the creation of an Excel-based Bill of Material from right inside Adept. The BOM automation has several configuration options that allow users to output the BOM in either indented or flat formats. Users can also save their BOM settings for future use. SOLIDWORKS users benefit from Adept’s ability to track quantities of parts and assemblies. In calculating quantities, Adept considers the Bill of Material status assigned within the CAD application, for example, suppressed, excluded from BOM, BOM structure of Reference, etc.. SOLIDWORKS PDM users can also choose to output configuration specific information.

World Class AutoVue Visualization – Each license of Adept includes Oracle’s AutoVue enterprise visualization software, the premier solution for viewing, markup, compare and collaboration. Adept is tightly integrated with AutoVue and provides native support for viewing of SOLIDWORKS 2D and 3D files, and also provides support for other 3D CAD parts and assemblies, 2D CAD drawings, scanned and raster documents, office documents, and EDA PCB/IC layouts and schematics.